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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2426
Cornerstone Financial Management
Massachusetts
$61K +$10.5K +47 +20%
CPG
2427
Cornerstone Planning Group
New Jersey
$60.5K -$5.34K -24 -8%
FC
2428
Fairscale Capital
New Hampshire
$60.4K – – –
HIW
2429
Holos Integrated Wealth
Pennsylvania
$60.2K – – –
CIA
2430
Cape Investment Advisory
Georgia
$58.9K +$60.5K +272 New
SWAG
2431
Spectrum Wealth Advisory Group
California
$58.9K +$60.5K +272 New
WPA
2432
West Paces Advisors
Georgia
$58.2K +$59.8K +269 New
CBT
2433
Crews Bank & Trust
Florida
$57.8K -$22.2K -100 -27%
HNW
2434
High Note Wealth
Minnesota
$57.4K -$15.4K -69 -21%
ACA
2435
American Capital Advisory
Idaho
$57.4K +$9.12K +41 +18%
CTB
2436
Country Trust Bank
Illinois
$55.8K +$6.01K +27 +12%
AF
2437
Alerus Financial
North Dakota
$55.6K – – –
GC
2438
Gould Capital
Washington
$52.6K – – –
MIM
2439
Marshall Investment Management
Colorado
$52.4K +$12.7K +57 +31%
FFG
2440
Forum Finance Group
$52K – – –
GPFA
2441
Game Plan Financial Advisors
Ohio
$52K +$20K +90 +60%
HWM
2442
HighMark Wealth Management
Minnesota
$51.7K +$4.45K +20 +9%
CCM
2443
Chilton Capital Management
Texas
$51.5K – – –
BBPWM
2444
Blue Bell Private Wealth Management
Pennsylvania
$51.5K -$119K -535 -69%
CT
2445
Coastline Trust
Rhode Island
$51.3K -$667 -3 -1%
S
2446
Sachetta
Massachusetts
$50.9K -$4.89K -22 -9%
CWP
2447
Clark Wealth Partners
Illinois
$50.6K – – –
KAS
2448
Kemnay Advisory Services
New York
$50.2K -$4.45K -20 -8%
GA
2449
GoalVest Advisory
New York
$50.2K – – –
AFG
2450
Albion Financial Group
Utah
$50K – – –
96 97
98
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